KKM Financial LLC Sells 4,410 Shares of Invesco QQQ $QQQ

Key Points

• KKM Financial LLC trimmed its position in Invesco QQQ by 83.1% in Q3, selling 4,410 shares and leaving it with 899 shares worth about $540,000.
• Invesco QQQ raised its quarterly dividend to $0.7941 (annualized $3.18), yielding roughly 0.5%, up from the prior quarterly payout of $0.69.
• Institutional ownership stands at 44.58%, and recent headlines show mixed sentiment—short‑term tailwinds from weaker GDP data but ongoing worries about QQQ’s concentration in large tech names (the “Magnificent Seven”) that could affect flows.

KKM Financial LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 83.1% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 899 shares of the exchange traded fund's stock after selling 4,410 shares during the period. KKM Financial LLC's holdings in Invesco QQQ were worth $540,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Orgel Wealth Management LLC boosted its holdings in Invesco QQQ by 4.7% in the 3rd quarter. Orgel Wealth Management LLC now owns 382 shares of the exchange traded fund's stock valued at $229,000 after purchasing an additional 17 shares during the period. Enclave Advisors LLC boosted its holdings in Invesco QQQ by 0.9% in the third quarter. Enclave Advisors LLC now owns 1,831 shares of the exchange traded fund's stock valued at $1,099,000 after acquiring an additional 17 shares in the last quarter. IFS Advisors LLC increased its position in shares of Invesco QQQ by 4.1% during the third quarter. IFS Advisors LLC now owns 431 shares of the exchange traded fund's stock valued at $259,000 after buying an additional 17 shares during the period. Mezzasalma Advisors LLC raised its stake in Invesco QQQ by 0.5% in the third quarter. Mezzasalma Advisors LLC now owns 3,312 shares of the exchange traded fund's stock worth $1,988,000 after buying an additional 17 shares in the last quarter. Finally, TCV Trust & Wealth Management Inc. lifted its holdings in Invesco QQQ by 1.4% in the third quarter. TCV Trust & Wealth Management Inc. now owns 1,246 shares of the exchange traded fund's stock worth $748,000 after buying an additional 17 shares during the period. Hedge funds and other institutional investors own 44.58% of the company's stock.

Invesco QQQ Trading Down 0.6%

QQQ stock opened at $593.72 on Monday. Invesco QQQ has a fifty-two week low of $402.39 and a fifty-two week high of $637.01. The business's 50 day moving average price is $613.26 and its two-hundred day moving average price is $608.93.

Invesco QQQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a $0.7941 dividend. This represents a $3.18 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, December 22nd. This is a positive change from Invesco QQQ's previous quarterly dividend of $0.69.

Invesco QQQ News Roundup

Here are the key news stories impacting Invesco QQQ this week:

• Positive Sentiment: Weaker-than-expected Q4 GDP and durable‑goods data lifted pre‑market futures, supporting momentum for growth‑oriented ETFs like QQQ in early trading. Q4 GDP, Durable Goods Lower than Anticipated
• Positive Sentiment: Pre‑market updates showed QQQ trading higher ahead of the session, indicating some short‑term buying interest into the open. Invesco QQQ Trust ETF (QQQ) Daily Update, 3/13/2026
• Neutral Sentiment: Coverage of equal‑weight alternatives (e.g., QQEW) highlights investor concern about QQQ’s concentration and offers a trade/hedge option — could siphon flows over time but isn’t an immediate outflow driver. Avoid the Top-Heavy S&P 500 With Equal-Weight ETFs
• Neutral Sentiment: Core CPI remained steady (2.4% YoY in the latest release), which reduces near‑term Fed‑shock risk but keeps the macro picture balanced — mixed for high‑beta tech exposure. CPI Keeps Steady at +2.4% YoY
• Negative Sentiment: Broad‑market ETFs were lower midday, signaling risk‑off flows that typically weigh on QQQ given its concentration in large tech names. Exchange-Traded Funds Drop, US Equities Mixed After Midday
• Negative Sentiment: Articles highlighting QQQ’s concentration in the “Magnificent Seven” raise worries about valuation and single‑name risks; that narrative can prompt profit‑taking or rebalancing out of QQQ. MAGS vs QQQ: The Concentrated ETF Bet That Cuts Both Ways

Invesco QQQ Profile

PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust's investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.

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